Economics & Politics

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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

tim@emorningcoffee.com

Jan 813 min read

American Exceptionalism

Better late than never, in that this article is about my views on American exceptionalism, both economically and as far as US stocks.

tim@emorningcoffee.com

Nov 7, 20243 min read

This article is short and covers the blowout results and reasons, what Trump 2.0 means for investors, and Mr Trump's promises.

tim@emorningcoffee.com

Nov 3, 20244 min read

Here are a few last-minute thoughts on the US election which will be held on Tuesday, Nov 5. A lot is at stake, but Weds, the world goes on

tim@emorningcoffee.com

Sep 25, 202410 min read

There are many important issues in the US Presidential election, but none more so perhaps than immigration, inflation, and abortion.

tim@emorningcoffee.com

Jun 25, 20246 min read

US deficits are soaring, along with US debt to finance the "exceptional growth" of the US. Can this continue?

tim@emorningcoffee.com

Jun 12, 20247 min read

We have some US data coming that might matter today (CPI), but the FOMC will sit tight (also today). Discusses Apple's run and GameStop.

tim@emorningcoffee.com

Oct 9, 20237 min read

The decision-making ability of Congress is poor and getting worse, just as US deficits spiral higher and higher. Something needs to be done

tim@emorningcoffee.com

Sep 20, 20235 min read

"Guns or butter" is a macroeconomic concept regarding govt budget allocation, but this article is about similar consumer decisions.

tim@emorningcoffee.com

Sep 7, 20237 min read

This article is about jobs, more specifically, what is the key data? And what does the most recent data suggest about the future?

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